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Senior Vice President, Accounting & Finance

Santa Rosa, CA

Posted: 07/14/2026 Employment Type: Direct Placement Job Number: 28856572 Pay Rate: 300000-350000 USD/Year

Job Description

A large credit union located in the Bay Area is looking to hire a strategic, experienced, and hands-on financial leader as an SVP, Accounting & Finance to join their leadership team. The position will be located in Santa Rosa or Napa, CA.

Key Responsibilities

Executive Management:
•Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies and regulatory action and their impact.
•Develop policies, procedures, programs, and implement these upon approval.
•Serve on and/or direct a number of committees to ensure effective interface among Accounting and Finance and Senior Leadership, departments and branches to ensure established policies, programs, objectives, and goals are communicated.
•Attend and actively participate in Board of Directors meetings, Senior Leadership Team meetings strategic planning sessions, etc.
•Collaborate with leaders of other departments to prepare for critical business opportunities.
•Represent Redwood Credit Union to outside entities such as examiners, auditors, vendors, and support companies.
•Communicate the Credit Union's actual performance versus budgets and objectives to Senior
Leadership, recommending growth and pricing strategies as well as areas for improvement.

Planning
•Direct, develop, coordinate, and monitor fiscal decisions and budgetary process.
•Translate strategic business plans into accounting strategies and operational plans.
•Participate in the development of the Credit Union's plans and programs as a member of the SLT.
•Develop and implement plans and policies to attain goals and objectives, measures progress and implements adjustments as appropriate.
•Prepare short- and long-term goals and objectives for the Accounting and Finance Departments.
•Develop strategies to support growth and earnings objectives.
•Develop and present opportunities to Senior Leadership Team to allow better service to Members.
•Review and identify cost effective and efficient utilization.

Program Management:
•Ensure accounting practices are current within the industry with an emphasis on efficiency and cost effectiveness.
•Develop and maintain, timely, accurate and efficient reporting mechanisms, including rate/volume analysis, net interest spread analysis, product profitability and departmental accounting.
•Report monthly budget variances and necessary adjustments.
•Ensure conformance with established policies, procedures and State and Federal laws and regulations.
•Delegate, coordinate, and review work to ensure quality of work and efficient operation.
•Establish credibility throughout the organization through effective listening and problem solving.
•Conduct departmental meetings to disseminate pertinent information, and discuss procedures, policies and/or problems to ensure optimum teamwork at all times.
•Coordinate the development and maintenance of written Accounting Department procedures.
•Ensure timely payment of bills and maintaining accurate files.
•Ensure the maintenance, retention, storing and control of all records, receipts and documents relating to the operation of the Credit Union.
•Ensure the accurate preparation and timely submittal of reports to appropriate departments and outside agencies.
Ensure preparation of financial reports including, but not limited to financial statements, branch accounting, projections, analysis, and cost accounting of services.
•Ensure reconciliation of cash, general ledger accounts, overages and shortages and general ledger.
•Coordinate information necessary for Credit Union audits by accountants, supervisory committee, regulator examinations, CUNA Insurance, or any approved agency or firm.
•Review, analyze and implement procedural changes in maintaining accounting and auditing requirements.
•Provide leadership and guidance for direct reports.
•Recruit, select, train, motivate, mentor, evaluate, and develop direct reports.
•Provide exceptional service to all Members and internal clients.
•Direct the recruitment, development, training and performance review of Accounting and Finance team members.
•Establish and maintain sound relationships with financial institutions, including commercial and investment institutions.
•Ensure the accurate execution of financial instrument purchases such as certificates and investment bonds. Provide recommendations for investment portfolio management.
•Ensure the accurate preparation and analyze asset/liability management reports. Provide recommendations to manage interest rate risk.

Other Functions:
•Collect and compile data and provide analysis for complex special projects as assigned.
•Performs other related duties as required.
•Establish and maintain relationships with key contacts in the community including volunteer centers and non-profit organizations.
•Participate in community events, community volunteer boards & associations.

Minimum Qualification: Knowledge, Skills and Abilities

In depth knowledge of financial auditing, accounting, finance, and cost accounting related to credit union or financial institutions.
  • Thorough knowledge of regulatory requirements for financial institutions, with knowledge of regulatory reporting requirements for credit unions.
  • Thorough knowledge of modern management techniques and practices.
  • Current knowledge of Federal and State accounting related laws, rules, and regulations.
  • Current knowledge of national and local economic trends and condition.
  • Knowledge of data processing, relating to designing programs and systems to accommodate workflow and reporting.
  • Strong negotiation skills.
  • Skill in the operation of a personal computer and spreadsheet, word processing, and presentation software with Intra/Internet access.
  • Ability to effectively plan, lead, organize, and control to assure successful completion of departmental goals and Credit Union objectives.
  • Ability to provide strategic business direction to support business plans and risk management objectives, and all other strategic initiatives.
  • Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.
  • Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans.
  • Ability to lead, motivate, and direct team members. Ability to communicate effectively, both verbally and in writing.
  • Ability to establish and maintain effective working relationship with a diverse group of people including directors, regulators, Members, team members, attorneys, vendors, and other parties.
  • This position requires occasional travel to other office locations, and some evening or weekend work may be necessary to meet project deadlines or attend events.
  • CPA preferred or Certified Management Accountant (CMA)

The ideal candidate has a bachelor's degree in accounting, finance, or closely related field, with a minimum of twelve years'experience at a financial institution, and a minimum of five years of progressive leadership experience. MBA and CPA preferred.

Compensation: Base starting range: $300, 000 to $350, 000 annually commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Meet Your Recruiter

Byron Johnson

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About Santa Rosa, CA

Discover your next career adventure in beautiful Santa Rosa, California! Nestled in the heart of Sonoma County, Santa Rosa offers a perfect blend of stunning natural beauty, a thriving arts and culture scene, and world-renowned vineyards just waiting to be explored. Boasting an array of job opportunities in various industries, from tech startups to renowned healthcare providers, Santa Rosa is the ideal place to grow both personally and professionally. Don't miss out on the chance to work in a vibrant city known for its delectable cuisine, breathtaking parks like Spring Lake and Trione-Annadel State Park, and cultural landmarks such as the Luther Burbank Center for the Arts and the Charles M. Schulz Museum. Check out our listings and take the first step towards a fulfilling career in Santa Rosa today!
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison